2050 Investment Analyst & Fund Manager

The Goldhirsh Foundation’s endowment was built from the entrepreneurial vision of Bernie Goldhirsh, who launched Inc. magazine, the first publication dedicated to entrepreneurs and small businesspeople, which played a pivotal role in elevating entrepreneurship into the mainstream.

Post Bernie’s passing, the foundation split, and the Goldhirsh Foundation is now driven forward by a board of Claire Hoffman and Ben Goldhirsh, and president, Tara Roth. While the leadership has changed, the imperative to drive progress through entrepreneurial activity remains the core navigation principle. This manifests in grantmaking and investing in bold ideas for the future – including through the 2050 Fund, which applies the LA2050 framework to align capital with impact across five core goals: LEARN, CREATE, PLAY, CONNECT, and LIVE.

The 2050 Investment Analyst & Fund Manager will be responsible for launching and managing the Goldhirsh Foundation’s newly created 2050 Fund, with the dual mandate of achieving strong financial performance and advancing the foundation’s mission-driven vision. The goal is that this role may expand to manage the full $60 million endowment.This role requires both hands-on investment expertise and the ability to design, monitor, and report on a comprehensive, phased investment strategy – starting with public equities and expanding to private markets, fixed income, and potential co-investments. The Analyst & Fund Manager will play a critical role in defining portfolio composition targets, establishing financial and impact benchmarks, and creating a dual scorecard to evaluate success.

The position offers leadership-level exposure to the Foundation’s financial stewardship and the opportunity to help shape how capital is deployed for both financial resilience and social impact. It is structured as a growth role with the potential to evolve into the Foundation’s Chief Investment Officer (CIO), stewarding a mission-aligned portfolio that honors the Foundation’s history while investing in solutions for the future.

Key Responsibilities

Investment Strategy & Execution

• Develop, implement, and actively manage the organization’s investment strategy for the 2050 fund (starting with $5m in public equities), balancing return generation with risk management and mission alignment.
• Maintain an active trading posture across equities, ETFs, fixed income, and other permitted asset classes.
• Monitor daily market activity to identify tactical and strategic investment opportunities and actions.
• Manage portfolio rebalancing, asset allocation, and liquidity planning.
• Ensure adherence to investment policy guidelines and update recommendations for revisions as needed.

Research & Analysis

• Conduct ongoing research on target companies, equity markets, economic trends, and sector performance.
• Prepare investment models, risk-return analyses, and scenario testing for decision-making.
• Benchmark fund performance against relevant indices and peer groups.
• Identify and evaluate emerging investment themes relevant to the nonprofit’s mission (e.g., ESG, impact investing, sustainability).

Reporting & Accountability

• Deliver detailed quarterly and annual reports on portfolio performance, holdings, and strategy to the Investment Committee and Board of Directors.
• Provide real-time visibility and regular updates on trading activity, portfolio positioning, and risk exposure.
• Develop dashboards and financial reporting tools to enhance organizational transparency.
• Work with auditors and custodians to ensure compliance and accurate reporting.

Stakeholder Engagement

• Serve as the main point of contact for external investment advisors, custodians, and brokers.
• Partner with foundation leadership and investment committee to integrate investment strategy into broader organizational planning and budgeting.
• Represent the fund and its performance to internal and external stakeholders, reinforcing alignment with the organization’s mission.

Engage with the nonprofit’s finance team to ensure coordinated liquidity planning and cash flow management.

Education

• Bachelor’s degree in finance, economics, accounting, or a related field.
• MBA, CFA designation, or progress toward CFA strongly preferred.

Experience

• 3 to 7 years of professional experience in investment management, equity trading, financial analysis, or fund management.
• Demonstrated track record of successful equity trading or portfolio management.
• Experience in either impact-oriented activities or mission-aligned, ESG, or nonprofit investing is a plus.

Skills & Competencies

• Strong analytical skills with expertise in financial modeling, valuation, and risk analysis.
• Proficiency in Bloomberg, FactSet, Morningstar Direct, or comparable portfolio management systems.
• Excellent written and verbal communication skills, with the ability to translate financial data into actionable insights.
• Self-starter with entrepreneurial mindset and ability to manage investments independently.
• High degree of integrity, professional judgment, and commitment to the nonprofit’s mission.